Calvert US Large-Cap Core Responsible Index Fund (CISIX) Stock Analysis
For informational purposes only. Not financial advice. Analysis by Sedat ANAK, Founder & Editor-in-Chief | AI-powered analysis. Data sourced from SEC filings and institutional-grade financial providers. Editorially reviewed. Not financial advice.
Calvert US Large-Cap Core Responsible Index Fund (CISIX) trades at $63.84. Calvert US Large-Cap Core Responsible Index Fund (CISIX) is an index fund focused on large-cap companies adhering to responsible investment principles. Market cap: $6.51B, Sector: Financial services.
Price as of Aug 21, 2026 · Last analyzed: Mar 18, 2026Analyst Coverage for CISIX: CISIX does not currently have published analyst price targets in our coverage universe. This is common for smaller-cap names with limited Wall Street coverage. In the absence of analyst consensus, our AI model evaluates CISIX against Financial Services peers across nine fundamental dimensions and assigns an underweight signal based on the underlying data.
Not enough scored data yet to form a council read on CISIX.
How is this calculated? →Calvert US Large-Cap Core Responsible Index Fund (CISIX) Financial Services Profile
Calvert US Large-Cap Core Responsible Index Fund (CISIX) offers investors exposure to large-cap US equities screened for responsible investment criteria, distinguishing itself through its commitment to ESG principles and a substantial dividend yield of 5.07%, operating within the competitive asset management sector.
What Is the Investment Thesis for CISIX?
CISIX presents a compelling investment thesis for ESG-conscious investors seeking exposure to large-cap U.S. equities. With a substantial market capitalization of $6.51B and a dividend yield of 5.07%, the fund offers both stability and income potential. The fund's commitment to responsible investing, as defined by the Calvert Principles, aligns with the growing demand for ESG-focused investment products. The fund's high gross margin of 100.0% indicates efficient management and cost control. Upcoming regulatory changes favoring ESG investments could further drive demand for CISIX. However, potential risks include underperformance relative to non-ESG focused funds during periods of strong growth in sectors with lower ESG scores.
Based on FMP financials and quantitative analysis
CISIX Key Highlights
Market Cap of $6.51B indicates substantial size and stability within the large-cap equity market.
- Dividend Yield of 5.07% provides a significant income stream for investors, exceeding the average dividend yield of the S&P 500.
- Gross Margin of 100.0% demonstrates efficient cost management and operational effectiveness.
- Profit Margin of 11.1% reflects the fund's ability to generate profits from its investment activities.
- Beta of 1.07 suggests that the fund's price is slightly more volatile than the overall market.
Who Are CISIX's Competitors?
CISIX is benchmarked below against 8 industry peers on price, market cap, and our AI MoonshotScore.
| Company | Price | Change | Market Cap | AI Score |
|---|---|---|---|---|
| BXSL Blackstone Secured Lending Fund | $24.59 | +0.10% | $5.72B | 56 |
| FLCSX Fidelity Large Cap Stock Fund | $69.99 | -0.84% | $6.81B | 55 |
| GEQYX GuideStone Funds Equity Index Fund | $75.15 | -0.88% | $6.69B | 44 |
| GEQZX GuideStone Funds - GuideStone Funds Equity Index Fund | $75.07 | -0.90% | $6.79B | 44 |
| JMCEX JPMorgan Mid Cap Equity Fund | $67.84 | -0.09% | $6.32B | 51 |
| VCTR Victory Capital Holdings, Inc. | $113.08 | -2.36% | $7.07B | 98 |
| HLNE Hamilton Lane Incorporated | $104.06 | -0.76% | $5.78B | 90 |
| OTF Blue Owl Technology Finance Corp. | $11.16 | +0.36% | $5.16B | 75 |
AI Score by Stock Expert AI · Price data: FMP / Yahoo Finance
What Are CISIX's Key Strengths?
Strong ESG focus aligned with growing investor demand.
- High dividend yield providing attractive income stream.
- Large asset base offering stability and diversification.
- Transparent index-tracking approach.
What Are CISIX's Weaknesses?
Potential for underperformance relative to non-ESG funds during certain market conditions.
- Limited flexibility compared to actively managed funds.
- Reliance on the accuracy and effectiveness of the underlying index.
- Vulnerability to changes in ESG standards and definitions.
What Could Drive CISIX Stock Higher?
Potential regulatory changes favoring ESG investments could drive increased demand.
- Growing investor awareness of ESG issues will likely continue to fuel demand.
- Increasing adoption of ESG mandates by institutional investors.
What Are the Key Risks for CISIX?
Underperformance relative to non-ESG focused funds during periods of strong growth in sectors with lower ESG scores.
- Changes in ESG standards or definitions could impact the fund's investment strategy.
- Market volatility could negatively impact the fund's performance.
- Greenwashing concerns could erode investor trust in ESG funds.
What Are the Growth Opportunities for CISIX?
- Increasing demand for ESG investments: The growing awareness of environmental and social issues is driving demand for ESG-focused investment products. CISIX is well-positioned to capture a share of this growing market by offering a large-cap equity fund that adheres to ESG principles. Timeline: Ongoing.
- Regulatory tailwinds: Governments and regulatory bodies are increasingly promoting ESG investing through various policies and incentives. These regulatory tailwinds could further drive demand for CISIX. For example, the European Union's Sustainable Finance Disclosure Regulation (SFDR) is increasing transparency and accountability in the ESG investment space. Timeline: Ongoing.
- Expansion of ESG criteria: The definition of ESG is constantly evolving, with new issues and considerations emerging. CISIX can expand its ESG criteria to incorporate these new issues, attracting a wider range of investors. For example, the fund could incorporate metrics related to diversity and inclusion, or supply chain sustainability. Timeline: Ongoing.
- Product diversification: CISIX can expand its product offerings to include other ESG-focused funds, such as small-cap or international equity funds. This would allow the fund to cater to a wider range of investor preferences and risk profiles. Timeline: 1-3 years.
- Partnerships and collaborations: CISIX can partner with other organizations, such as non-profits or research institutions, to enhance its ESG expertise and credibility. This could involve collaborating on research projects, developing new ESG metrics, or launching joint marketing campaigns. Timeline: 1-2 years.
What Opportunities Does CISIX Have?
- Expansion of ESG product offerings.
- Increased adoption of ESG investing by institutional investors.
- Development of new ESG metrics and data sources.
- Partnerships with organizations promoting sustainable business practices.
What Threats Does CISIX Face?
- Increased competition from other ESG funds.
- Changes in government regulations impacting ESG investing.
- Greenwashing concerns and skepticism about ESG claims.
- Economic downturn negatively impacting equity markets.
What Are CISIX's Competitive Advantages?
- Established ESG investment process based on the Calvert Principles for Responsible Investment.
- Strong brand reputation in the responsible investing space.
- Large asset base providing economies of scale.
- Low expense ratio compared to actively managed ESG funds.
What Does CISIX Do?
Calvert US Large-Cap Core Responsible Index Fund (CISIX) is designed to provide investors with exposure to the performance of large-capitalization U.S. companies that meet specific environmental, social, and governance (ESG) criteria. The fund operates by investing at least 95% of its net assets in securities included in its benchmark index, which is constructed using the Calvert Principles for Responsible Investment. These principles guide the selection process, ensuring that companies held within the fund demonstrate a commitment to sustainable and ethical business practices. CISIX offers a way for investors to align their investment strategies with their values, focusing on companies that exhibit leadership in areas such as environmental stewardship, human rights, and corporate governance. The fund's approach seeks to deliver competitive returns while promoting responsible corporate behavior. As an index fund, CISIX aims to replicate the performance of its underlying index, providing a transparent and cost-effective investment option for those seeking to integrate ESG considerations into their portfolio. The fund's focus on large-cap companies provides stability and diversification, while its responsible investment mandate appeals to a growing segment of investors who prioritize both financial returns and positive social impact. The fund's investment strategy reflects a belief that companies with strong ESG practices are better positioned for long-term success, making CISIX a compelling choice for investors seeking to build a more sustainable and responsible investment portfolio.
What Products and Services Does CISIX Offer?
- Invests in large-cap U.S. companies.
- Screens companies based on ESG (Environmental, Social, and Governance) criteria.
- Tracks a responsible investment index.
- Provides investors with exposure to sustainable companies.
- Offers a dividend yield of 5.07%.
- Aims to replicate the performance of its underlying index.
How Does CISIX Make Money?
- Generates revenue through management fees charged on assets under management (AUM).
- Attracts investors seeking ESG-focused investment options.
- Replicates the performance of its benchmark index.
- Distributes dividends to shareholders from the income generated by its investments.
What Industry Does CISIX Operate In?
The asset management industry is undergoing a significant shift towards sustainable and responsible investing. With increasing awareness of environmental and social issues, investors are seeking funds that align with their values. CISIX is positioned to capitalize on this trend, offering a large-cap equity fund that adheres to ESG principles. The competitive landscape includes both traditional asset managers and specialized ESG funds. The market for ESG investments is projected to continue growing, driven by regulatory changes and increasing investor demand. CISIX's focus on large-cap companies provides a stable foundation within this evolving market.
Who Are CISIX's Key Customers?
- Individual investors seeking ESG-aligned investments.
- Institutional investors with responsible investment mandates.
- Financial advisors looking for sustainable investment options for their clients.
- Retirement plans offering ESG-focused investment choices.
CISIX Financials
Bull Case vs Bear Case
Bull Case
- The recent insider buying suggests confidence in the fund's strategy and future performance, indicating that those closest to the company believe in its potential.
- Community sentiment has shifted positively, with increasing discussions around responsible investing, aligning well with the fund's core principles.
- Recent market developments favor large-cap stocks, as investors seek stability amidst economic uncertainty, positioning the fund advantageously.
- The emphasis on responsible investing resonates well with younger investors, broadening the fund's appeal and potential for growth.
Bear Case
- Despite positive sentiment, some investors express concerns over the fund's ability to outperform traditional indices in a competitive market environment.
- There is skepticism regarding the sustainability of the recent inflow of capital, as market conditions can quickly shift, impacting fund performance.
- The focus on responsible investing may limit the fund's investment universe, potentially excluding high-growth opportunities that could enhance returns.
- Recent regulatory changes and market volatility could pose risks to large-cap investments, leading to cautious sentiment among some traders.
AI-generated arguments based on insider flow, news sentiment and technicals — not financial advice · March 2026
CISIX Latest News
No recent news available for CISIX.
CISIX Analyst Consensus
Consensus Rating
Aggregated Buy/Hold/Sell recommendations from Benzinga, Yahoo Finance, and Finnhub for CISIX.
Price Targets
Wall Street price target analysis for CISIX.
CISIX MoonshotScore
What does this score mean?
The MoonshotScore rates CISIX 0-100 on quantitative fundamentals — growth, financial health, valuation, momentum, and risk.
Common Questions About CISIX (Financial Services)
What does Calvert US Large-Cap Core Responsible Index Fund do?
Calvert US Large-Cap Core Responsible Index Fund is an investment fund that focuses on investing in large-cap U.S. companies that meet specific environmental, social, and governance (ESG) criteria. The fund aims to replicate the performance of an index composed of companies that operate their businesses in a manner consistent with the Calvert Principles for Responsible Investment.
What are the main risks for CISIX?
The main risks for CISIX include the potential for underperformance relative to non-ESG focused funds, particularly during periods when sectors with lower ESG scores experience strong growth. Changes in ESG standards or definitions could also impact the fund's investment strategy and performance. Additionally, market volatility and broader economic downturns can negatively affect the fund's value.
How is Calvert US Large-Cap Core Responsible Index Fund adapting to fintech disruption?
As an index fund, Calvert US Large-Cap Core Responsible Index Fund's adaptation to fintech disruption is primarily reflected in the composition of its underlying index. The fund's holdings include companies that are actively innovating and adapting to the changing financial landscape driven by fintech. The fund's ESG criteria may also favor companies that are embracing sustainable and responsible technological advancements.
What regulatory challenges does Calvert US Large-Cap Core Responsible Index Fund face?
Calvert US Large-Cap Core Responsible Index Fund faces regulatory challenges related to the evolving landscape of ESG investing. Increased scrutiny from regulatory bodies regarding greenwashing and the accuracy of ESG claims poses a significant challenge. The fund must ensure its investment process and ESG criteria are transparent and verifiable to comply with regulations and maintain investor trust.
What are the key factors to evaluate for CISIX?
Evaluate CISIX on fundamentals, analyst consensus, and risk factors. CISIX presents a compelling investment thesis for ESG-conscious investors seeking exposure to large-cap U.S. Not financial advice.
How frequently does CISIX data refresh on this page?
CISIX's price was last updated on Aug 21, 2026 and refreshes on page view during U.S. market hours — it is not a real-time exchange feed. Fundamentals update after quarterly filings; the MoonshotScore recalculates nightly; news aggregates continuously.
What has driven CISIX's recent stock price performance?
Calvert US Large-Cap Core Responsible Index Fund (CISIX) moves on earnings results, analyst revisions, sector rotation, and market sentiment. Notable catalyst: Strong ESG focus aligned with growing investor demand. See the News tab for the latest drivers. Past performance does not predict future results.
Should investors consider CISIX overvalued or undervalued right now?
Calvert US Large-Cap Core Responsible Index Fund (CISIX) has no trailing P/E available here, so lean on price-to-sales and cash flow in the Financials tab. Compare P/E, P/S, and EV/EBITDA against sector peers for a full view.
Disclaimer: This content is for informational purposes only and does not constitute investment advice. Always do your own research and consult a financial advisor.
Official Resources
Data provided for informational purposes only.
- AI analysis pending, which may provide further insights.
- ESG investment strategies may have different performance characteristics than non-ESG strategies.